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Oct 8, 2012
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Oct 9, 2012
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what about energy? that has been a market leader as well. >> on the chart it was down, you know, 4% in the five-year period, which is interesting. i wouldn't have said that's the case. i think people are taking their numbers down in the energy space maybe a quarter or two. after that, i think it would be another driver on the upside. >> okay. thank you both. alcoa numbers coming out shortly could
what about energy? that has been a market leader as well. >> on the chart it was down, you know, 4% in the five-year period, which is interesting. i wouldn't have said that's the case. i think people are taking their numbers down in the energy space maybe a quarter or two. after that, i think it would be another driver on the upside. >> okay. thank you both. alcoa numbers coming out shortly could
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Oct 4, 2012
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energy, very much a feature today. the turkey/syria situation, and that pushed prices higher by almost 4% to $91.57. but a lot of it also had to do with gasoline futures up 5% today with that refinery in texas, the largest operating refinery in the country sustaining that big damage last night because of the fire. so there it is, up to $2.93. among the sectors, financials led the way, like bank of america. materials, like alcoa. then energy and consumer discretionary and the utilities. matt, a lot of moving parts and pieces today. how much credence -- do you see energy going much higher for here? would that boost stocks, do you think? >> it may boost stocks because they are such a large component of the s&p. i don't really see energy going anywhere. i think the middle east is probably starting to ratchet down here. the tensions over there are a lot less. this may be a snap back rally from the selloff yesterday. i'm not buying into energy here right now. >> financials. they were strong as well. bank of america, you know
energy, very much a feature today. the turkey/syria situation, and that pushed prices higher by almost 4% to $91.57. but a lot of it also had to do with gasoline futures up 5% today with that refinery in texas, the largest operating refinery in the country sustaining that big damage last night because of the fire. so there it is, up to $2.93. among the sectors, financials led the way, like bank of america. materials, like alcoa. then energy and consumer discretionary and the utilities. matt, a...
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Oct 1, 2012
10/12
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when you look at today's sector leaders, it's energy, financials, health care. all posting sharp gains at this hour. of course, the energy and materials sector were really the pressured sectors going quarter. bill? >> combination of risk on/risk off seconders that are doing well today. no clear direction from that standpoint. we're wondering whether today's market action is a sign of what's to come for the quarter. you saw the statistic earlier that said on average when you have a positive first day of the fourth quarter the dow is up 4% for the quarter. so what's to come this quarter? deborah of "the street" says she feels the market is destined to go higher and points out $22 billion came flooding out of equity mutual funds in the month of august, alone. show she feels that money is going to come flowing back for the investors who feel they missed out on the action, marie w ya. >> is deborah right? could we have this market meltup continue? cnbc contributor abigail doolittle suggests taking money off the table in the face of these gains. deborah, let me kick t
when you look at today's sector leaders, it's energy, financials, health care. all posting sharp gains at this hour. of course, the energy and materials sector were really the pressured sectors going quarter. bill? >> combination of risk on/risk off seconders that are doing well today. no clear direction from that standpoint. we're wondering whether today's market action is a sign of what's to come for the quarter. you saw the statistic earlier that said on average when you have a...
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Oct 3, 2012
10/12
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bottom five today shows how weak energy was. down a percent as a group today. materials also lower. i want to show you this chart. this is from spoke investment group. since the market peaked in mid-september, they took a look at market trading in the s&p on an hour-by-hour basis. this is a typical trading chart since mid-september on a daily basis. we've had a little stutter step in the morning. then you get a small rally, sideways action, then the real selloff comes in the hour. their conclusion is that the so-called smart money, the hedge funds, private equity and so forth is where this is coming in and selling at end whereas the so-called, pardon the expression, dumb money has been coming in in the morning. warren myers, do you buy that notion? do you see that trade flow here at the new york stock exchange. >> we do see that to a bit. i would equate that to what's happening in europe. the global impact is so great that we watch the opening here. europe is still active. we follow them. if they happen to be up, we follow them. once europe closes, the only thing we have to be conce
bottom five today shows how weak energy was. down a percent as a group today. materials also lower. i want to show you this chart. this is from spoke investment group. since the market peaked in mid-september, they took a look at market trading in the s&p on an hour-by-hour basis. this is a typical trading chart since mid-september on a daily basis. we've had a little stutter step in the morning. then you get a small rally, sideways action, then the real selloff comes in the hour. their...
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Oct 5, 2012
10/12
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energy, materials, and financials are supposed to be down and the overall down 5%. >> goldman says this is primarily about the fiscal cliff. do you agree? >> i think it's going to be very heavily earnings driven where you get china and europe in the picture too. i think fiscal cliff is partial. it will be a partial cliff. it won't be a huge dropoff. it will be a partial dropoff, in our humble opinion. we think the consumer and the low interest rates and europe and china mean you're not going to have much earnings next year. that's really our big call. >> are you scared after what he said? >> no, not at all. >> do you agree, disagree? >> it doesn't really change our view on what we're doing. we're buying cheap assets, things like emerging market equities that's trading at 12 times earnings. >> but if he's right, all those assets can get a lot cheaper in the next three months. >> true, true. but what the fed is doing in terms of pumping ining liquidit the market. it's pretty supportive. >> why so pessimistic though? give us a particular reason. most people think that if it's even close to
energy, materials, and financials are supposed to be down and the overall down 5%. >> goldman says this is primarily about the fiscal cliff. do you agree? >> i think it's going to be very heavily earnings driven where you get china and europe in the picture too. i think fiscal cliff is partial. it will be a partial cliff. it won't be a huge dropoff. it will be a partial dropoff, in our humble opinion. we think the consumer and the low interest rates and europe and china mean you're...
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Oct 2, 2012
10/12
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she's got a lot of energy, a lot of experience. you know, during my tenure, we had talked about personalization, of course mobile, you know, getting more engage ed users. i think she's right on the mark. she's a great gal. >> and the company recently sold its stake in ally baba, returned the cash to shareholders. was that a good move? under your tenure, the relationship was a bit strained, right? >> well, that was a little bit overblown, but we were actually working a long time to figure out the valuation and how to do this, at one time we had hoped, tax free. i'm very proud of the team, including my ex-cfo. they really put together a good plan with alibaba. which ever way they do it, probably share buy back, i actually have no idea, that's good for the shareholders. >> you know, it seems to me that it's a real crux or sort of a dilemma that you face when you're in technology and sort of a proponent of, you know, information flow across the world and dealing with a government that withholds information. how do you balance that? of
she's got a lot of energy, a lot of experience. you know, during my tenure, we had talked about personalization, of course mobile, you know, getting more engage ed users. i think she's right on the mark. she's a great gal. >> and the company recently sold its stake in ally baba, returned the cash to shareholders. was that a good move? under your tenure, the relationship was a bit strained, right? >> well, that was a little bit overblown, but we were actually working a long time to...
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Oct 9, 2012
10/12
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energy is another one. allocate disproportionate amount of capital there. also, to invest in parts of the global economy. >> which is why you're investing in alibaba. >> that's the answer. >> which is why you're finding opportunities in places like china. thank you so much for joining us. good to see you as always. we appreciate it. up next, well deserved or wishful thinking? half of wall street employees expect higher bonuses this year. if they're right, will there be a backlash? or with the marks up double digits this year, is it deserved in. >>> later, should the government stop giving tax breaks to homeowners and banks to sell unwanted homes? your tax dollars helping to finance these folks. stick around for this debate. >>> also, are healthy profits on the menu the nation's restaurant? jane wells with that story. back in a moment. you. we know you. we know you have to rise early... and work late, with not enough sleep in between. how you sometimes need to get over to that exit, like, right now. and how things aren't... just about you anymore. introducin
energy is another one. allocate disproportionate amount of capital there. also, to invest in parts of the global economy. >> which is why you're investing in alibaba. >> that's the answer. >> which is why you're finding opportunities in places like china. thank you so much for joining us. good to see you as always. we appreciate it. up next, well deserved or wishful thinking? half of wall street employees expect higher bonuses this year. if they're right, will there be a...
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Oct 1, 2012
10/12
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i think specifically, technology, health care, energy. you want to see whether or not gold stays below 1800. you also want to see that apple's getting a little heavy. can the nasdaq hang in there with apple looking a little heavy. got to focus on the cash flow, not the headlines. >> all right. we'll leave it there. 30 seconds. let me ask you, we've got a little extra time here. let me ask y'all, is a bad omen that the market lost so much of its momentum from the highs? so, at the best, the dow was up 161 points, obviously, certainly nowhere near that high with the gain of 70 points. do you think that indicates we will see selling at the opening tomorrow? what do you think? >> let me say i don't. i think what happened here, apple got heavy at the end of the day. it represents so much of a part of the index at this point. we didn't close negative, we lost a little bit of our steam. i think our markets are actually healthy. want to look at the advance decline line and the new lows, they look good. >> what do you think? any thoughts on that?
i think specifically, technology, health care, energy. you want to see whether or not gold stays below 1800. you also want to see that apple's getting a little heavy. can the nasdaq hang in there with apple looking a little heavy. got to focus on the cash flow, not the headlines. >> all right. we'll leave it there. 30 seconds. let me ask you, we've got a little extra time here. let me ask y'all, is a bad omen that the market lost so much of its momentum from the highs? so, at the best,...
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Oct 2, 2012
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they don't worry about whether it's generated by coal or solar or wind or how the energy is created. they ignore that. that's handled by the electric service provider. they don't have to make huge investments in creating more electricity. it's all done as a service. computing is now being offered for the first time, if you will, over the last few years as a service in the cloud. it means the consumers don't have to get bogged down with the complexity of computing. they don't have to make a huge capital investment. they just plug n run their applications. >> tell me about the world today. there's a concern that things are slowing, not just at oracle, but throughout business because of the global slowdown. that's what we saw in the latest earnings release that you reported. and there's a change in terms of data. data has changed. and you've got to keep up with this changing data coming from all sorts of mobile devices, et cete cetera. tell me about business right now around the world. what are you seeing? >> actually, our business is fairly good. i know in reported u.s. dollars, our re
they don't worry about whether it's generated by coal or solar or wind or how the energy is created. they ignore that. that's handled by the electric service provider. they don't have to make huge investments in creating more electricity. it's all done as a service. computing is now being offered for the first time, if you will, over the last few years as a service in the cloud. it means the consumers don't have to get bogged down with the complexity of computing. they don't have to make a huge...